See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION PLANNING SERVICE INC Service code 14 · EIN 94-1586677 48 PARK ROAD · BURLINGAME, CA 94010 | Plan Administrator | $13,699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,853 | $80,724+153.8% | $103,333+98.2% | $74,495+175.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 18.93% | 27.56%-8.6pp | 24.88%-5.9pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $14,705 | $3,157+365.7% | $3,868+280.2% | $2,623+460.6% |
| Participant deferral / active EE | $4,701 | $3,860+21.8% | $5,057-7.0% | $4,346+8.2% |
| Admin fee / account holder | $39 | $2,368-98.3% | $8,355-99.5% | $1,942-98.0% |